Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.616 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49360.14 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45299.56 Kr¶
PnL: ---------------------------------------> 243.56 Kr¶
DD now: ---------------------------------> -7.079 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 10:33:48.876949'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.040000 | 1666.980000 | 197.980000 | 13.480000 | 1468.999998 |
| Orrön Energy | 180 | -0.530000 | 2190.600000 | 147.600000 | 7.220000 | 2043.000000 |
| Sedana Medical | 93 | -2.660000 | 2590.980000 | 69.980000 | 2.780000 | 2521.000011 |
| Atrium Ljungberg B | 5 | -0.350000 | 991.500000 | 56.500000 | 6.040000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.650000 | 1003.200000 | 42.200000 | 4.390000 | 960.999996 |
| Hexatronic Group | 12 | 0.550000 | 1007.280000 | 40.280000 | 4.170000 | 966.999996 |
| OX2 | 13 | 3.200000 | 985.400000 | 35.400000 | 3.730000 | 949.999999 |
| Sagax B | 4 | -0.980000 | 888.400000 | 34.400000 | 4.030000 | 854.000000 |
| Sagax A | 4 | -0.890000 | 888.000000 | 34.000000 | 3.980000 | 854.000000 |
| Hoist Finance | 35 | -0.340000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| Catena | 2 | -1.720000 | 824.400000 | 32.400000 | 4.090000 | 792.000000 |
| JM | 6 | -0.730000 | 895.800000 | 31.800000 | 3.680000 | 864.000000 |
| Bilia A | 8 | 0.170000 | 917.600000 | 17.600000 | 1.960000 | 900.000000 |
| VEF | 909 | -2.190000 | 1867.090000 | 17.090000 | 0.920000 | 1850.000436 |
| HEXPOL B | 9 | 0.790000 | 1035.900000 | 14.900000 | 1.460000 | 1020.999996 |
| Gränges | 9 | -0.100000 | 941.400000 | 13.400000 | 1.440000 | 927.999999 |
| Biotage | 7 | -0.510000 | 952.700000 | 11.700000 | 1.240000 | 940.999997 |
| BioGaia B | 8 | -1.010000 | 940.800000 | 10.800000 | 1.160000 | 930.000000 |
| Byggmax Group | 33 | -1.360000 | 960.300000 | 4.300000 | 0.450000 | 956.000001 |
| AcadeMedia | 8 | -0.890000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| Clas Ohlson B | 12 | -1.220000 | 972.000000 | -1.000000 | -0.100000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.730000 | 774.000000 | -5.000000 | -0.640000 | 779.000001 |
| EQT | 4 | -1.390000 | 824.800000 | -7.200000 | -0.870000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.440000 | 949.200000 | -17.800000 | -1.840000 | 966.999999 |
| SKF B | 5 | -0.030000 | 918.000000 | -22.000000 | -2.340000 | 940.000000 |
| Alimak Group | 11 | -1.440000 | 905.300000 | -22.700000 | -2.450000 | 927.999996 |
| Addnode Group B | 11 | -0.550000 | 897.050000 | -23.950000 | -2.600000 | 921.000003 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Indutrade | 5 | -0.500000 | 1184.000000 | -34.000000 | -2.790000 | 1218.000000 |
| Vitec Software Group B | 2 | -1.890000 | 1039.000000 | -48.000000 | -4.420000 | 1087.000000 |
| Latour B | 4 | -0.930000 | 808.400000 | -48.600000 | -5.670000 | 857.000000 |
| Bufab | 3 | -1.090000 | 1039.200000 | -69.800000 | -6.290000 | 1109.000001 |
| Hexagon B | 26 | -1.780000 | 3372.200000 | -88.800000 | -2.570000 | 3461.000010 |
| BHG Group | 97 | -1.050000 | 1366.730000 | -92.270000 | -6.320000 | 1458.999989 |
| INVISIO | 16 | -0.660000 | 3592.000000 | -97.000000 | -2.630000 | 3689.000000 |
| TOTAL | 45299.560000 | 243.560000 | -7.07866% | 45056.000411 |
Updated:¶
'2023-07-05 10:34:05.875146'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
